Chartered SRI Counselor (CSRIC) Professional Designation Program (Kaplan)

Chartered SRI Counselor (CSRIC) Professional Designation Program

The Chartered SRI Counselor (CSRIC™) is a unique program that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients. The CSRIC™ program provides financial advisors and investment professionals with foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

• The CSRIC™ designation is the first major financial credential dedicated specifically to SRI and is encouraged by the top financial firms.
• This course was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment — the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States.

Benefits

• Earn an industry-recognized designation encouraged by top firms and specifically designed to help you master SRI concepts.
• Expertise in this unique niche can set help set yourself apart as both clients and firms begin demanding advisors who are experts in SRI.
• Discover how environmental, social, and governance (ESG) factors are utilized in SRI portfolio construction.
• Learn how to communicate the value of SRI to your existing clients.
• Program completion can qualify for up to 45 hours of CE credit and credit toward a Master of Science Degree in Personal Financial Planning.

Topics

• Module 1: The Foundations and History of SRI
• Module 2: Approaches to SRI Practices
• Module 3: Shareholder Advocacy, Community Investing, and Corporate Responsibility
• Module 4: Portfolio Construction and Incorporating SRI into Financial Advising
• Module 5: ESG Performance, Risk, and Rating Metrics
• Module 6: The Fiduciary Standard and Communicating the Value of SRI
• Module 7: Current and Future Opportunities